Cornerstone Advisory’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Sell |
8,143
-148
| -2% | -$55.1K | 0.27% | 62 |
|
|
2025
Q4 | $3.1M | Buy |
8,291
+11
| +0.1% | +$4.07K | 0.3% | 58 |
|
|
2025
Q3 | $3.03M | Buy |
8,280
+10
| +0.1% | +$3.52K | 0.3% | 58 |
|
|
2025
Q2 | $2.81M | Buy |
8,270
+9
| +0.1% | +$2.83K | 0.3% | 56 |
|
|
2025
Q1 | $2.54M | Buy |
8,261
+1,168
| +16% | +$378K | 0.3% | 55 |
|
|
2024
Q4 | $2.38M | Buy |
7,093
+1,403
| +25% | +$454K | 0.27% | 60 |
|
|
2024
Q3 | $1.79M | Buy |
5,690
+10
| +0.2% | +$3.03K | 0.24% | 65 |
|
|
2024
Q2 | $1.69M | Buy |
5,680
+69
| +1% | +$19.8K | 0.24% | 64 |
|
|
2024
Q1 | $1.62M | Sell |
5,611
-383
| -6% | -$105K | 0.23% | 66 |
|
|
2023
Q4 | $1.57M | Buy |
5,994
+8
| +0.1% | +$1.96K | 0.25% | 62 |
|
|
2023
Q3 | $1.41M | Sell |
5,986
-172
| -3% | -$42.1K | 0.25% | 64 |
|
|
2023
Q2 | $1.5M | Buy |
6,158
+7
| +0.1% | +$1.61K | 0.26% | 58 |
|
|
2023
Q1 | $1.39M | Buy |
6,151
+9
| +0.1% | +$1.98K | 0.25% | 64 |
|
|
2022
Q4 | $1.29M | Buy |
6,142
+22
| +0.4% | +$4.66K | 0.25% | 61 |
|
|
2022
Q3 | $1.21M | Hold |
6,120
| – | – | 0.27% | 60 |
|
|
2022
Q2 | $1.27M | Buy |
6,120
+8
| +0.1% | +$1.81K | 0.29% | 57 |
|
|
2022
Q1 | $1.53M | Sell |
6,112
-942
| -13% | -$233K | 0.23% | 75 |
|
|
2021
Q4 | $1.86M | Buy |
7,054
+525
| +8% | +$135K | 0.27% | 61 |
|
|
2021
Q3 | $1.58M | Buy |
6,529
+1,497
| +30% | +$372K | 0.26% | 68 |
|
|
2021
Q2 | $1.22M | Sell |
5,032
-4,692
| -48% | -$1.11M | 0.21% | 85 |
|
|
2021
Q1 | $2.18M | Sell |
9,724
-430
| -4% | -$94.1K | 0.41% | 48 |
|
|
2020
Q4 | $2.15M | Sell |
10,154
-176
| -2% | -$35.1K | 0.44% | 48 |
|
|
2020
Q3 | $1.93M | Sell |
10,330
-126
| -1% | -$23.3K | 0.45% | 48 |
|
|
2020
Q2 | $1.79M | Sell |
10,456
-478
| -4% | -$77.3K | 0.47% | 47 |
|
|
2020
Q1 | $1.55M | Buy |
10,934
+2,224
| +26% | +$376K | 0.47% | 50 |
|
|
2019
Q4 | $1.55M | Sell |
8,710
-3,067
| -26% | -$523K | 0.32% | 62 |
|
|
2019
Q3 | $1.94M | Buy |
11,777
+125
| +1% | +$20.5K | 0.42% | 53 |
|
|
2019
Q2 | $1.9M | Buy |
11,652
+26
| +0.2% | +$4.16K | 0.41% | 56 |
|
|
2019
Q1 | $1.83M | Sell |
11,626
-312
| -3% | -$47.2K | 0.4% | 53 |
|
|
2018
Q4 | $1.66M | Buy |
11,938
+3,614
| +43% | +$541K | 0.43% | 52 |
|
|
2018
Q3 | $1.35M | Sell |
8,324
-3,538
| -30% | -$562K | 0.4% | 55 |
|
|
2018
Q2 | $1.8M | Sell |
11,862
-297
| -2% | -$44.7K | 0.59% | 40 |
|
|
2018
Q1 | $1.79M | Buy |
12,159
+2,375
| +24% | +$361K | 0.64% | 37 |
|
|
2017
Q4 | $1.45M | Buy |
9,784
+1,022
| +12% | +$148K | 0.5% | 45 |
|
|
2017
Q3 | $1.23M | Sell |
8,762
-4,853
| -36% | -$666K | 0.41% | 50 |
|
|
2017
Q2 | $1.84M | Hold |
13,615
| – | – | 0.62% | 34 |
|
|
2017
Q1 | $1.79M | Sell |
13,615
-375
| -3% | -$48.6K | 0.9% | 20 |
|
|
2016
Q4 | $1.74M | Buy |
13,990
+53
| +0.4% | +$6.45K | 1.31% | 17 |
|
|
2016
Q3 | $1.68M | Sell |
13,937
-3,160
| -18% | -$380K | 1.38% | 17 |
|
|
2016
Q2 | $2M | Sell |
17,097
-100
| -0.6% | -$11.5K | 1.68% | 16 |
|
|
2016
Q1 | $1.96M | Sell |
17,197
-419
| -2% | -$45.3K | 1.68% | 15 |
|
|
2015
Q4 | $2M | Buy |
+17,616
| New | +$2.01M | 1.72% | 15 |
|
Other funds holding IWB
Cornerstone Advisory's IWB Position: Q1 2026 in Review
Cornerstone Advisory reduced its iShares Russell 1000 ETF (IWB) stake by 1.8% in Q1 2026, selling an estimated $55.1K and leaving 8,143 shares worth $2.9M. The position accounts for 0.27% of the portfolio, ranked #62.
Cornerstone Advisory first reported a position in IWB in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Cornerstone Advisory held 8,143 shares of iShares Russell 1000 ETF worth $2.9M as of Q1 2026.
- Cornerstone Advisory sold 148 iShares Russell 1000 ETF shares in Q1 2026, an estimated $55.1K.
- iShares Russell 1000 ETF made up 0.27% of Cornerstone Advisory's portfolio in Q1 2026, its #62 holding.
- Cornerstone Advisory first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 42 quarters since.
- Cornerstone Advisory's iShares Russell 1000 ETF position peaked at $3.1M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.